Technology markets can move fast. Nothing demonstrates that better than today’s announcement that Cisco is buying Splunk in a $28 billion deal. First, rewind to 2020. Splunk was a leader in a market ...

On Thursday, Cisco Systems CSCO announced its plans to acquire Splunk SPLK for $28 billion ($157 in cash per share), a 31% premium to Splunk’s Sept. 20 closing price. Cisco aims to expand its ...

Just change the name to CAIsco already, Chuck Cisco is on track to deliver its unified management tool Cloud Control later in ...

Cisco stock fell amid fiscal Q2 earnings and revenue that topped estimates while the company's April quarter revenue outlook came in above views.

I heard the news about Cisco’s intent to acquire Splunk last week as I sat in a pub in central London. My immediate reaction was that Cisco is not doubling down but tripling down on network ...

Robust revenue growth with cloud services leading the charge. Transition to cloud-first strategy impacting revenue recognition and margins. Investment in R&D and marketing driving innovation and ...

Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” third quarter 2023 investor letter. A copy of the same can be downloaded here. During the ...

Data platform Splunk today announced that it has acquired two startups, Plumbr and Rigor, to build out its new Observability Suite, which is also launching today. Plumbr is an application performance ...

The story on Splunk Inc. (NASDAQ: SPLK) isn’t an unfamiliar one. During the early months of the pandemic, the software stock soared to record highs on the accelerated digital transformation (not to ...

Splunk, an enterprise data company, will be making its debut on the public markets this morning after pricing its IPO at $17.00 per share (this is up from the range of $11 to $13 per share). At this ...